Past Events

Jan
21 - 22
2021

January 21 & 22, 2021

Co-Chairs:
Karen Lutomski, 
Managing Director, Co-Head Private Wealth, U.S. Wealth Advisory Group, Nuveen
Anne Steer, Head of Distribution, Congress Asset Management 

Executing A Vision for Success

Distribution Leadership

Dec
16
2020

December 16, 2020

MMI's event to support social justice and the Gateway Foundation

With a special presentation of MMI's Inaugural Opening Doors Awards

 


 


Dec
14
2020

Monday, December 14 | MMI NetMeeting

Join us on Monday, December 14 at 1:00 PM ET for this MMI NetMeeting to explore the future of alternative investments and the importance of professionalism in the industry.

MMI NetMeetings

Dec
1 - 3
2020

December 1 & 3, 2020 

Co-Chairs
Brad Eisen, Senior Divisional Director, Salient
Ryan Logue, Manager, Business Development & Planning, Franklin Templeton Investments

Join us on December 1 and 3 for the 2020 Leadership Pathway Seminar.

Leadership Pathway

Nov
18 - 19
2020

November 18-19, 2020 

Co-Chairs: 
Barbara Foy-Pilchner,
Managing Director, National Accounts, Wealth and Asset Management Canada, Manulife Investment Management 
Erin Griffiths, Senior Vice President, Client Solutions & Direct Investing, Scotiabank

Canadian Advisory Solutions

Oct
6 - 23
2020

VIRTUAL EVENT SERIES

2020 has been a year like no other – and this year’s Annual Conference will be unlike any MMI event you’ve ever attended.

Annual Conference

Sep
22
2020

Replay | MMI NetMeeting

Join us for this MMI member-only NetMeeting, which will look at how firms are adapting sales incentives and positioning themselves to thrive in the months and years ahead.

MMI NetMeetings

Sep
15
2020

Replay | MMI NetMeeting

The RIA channel is the fastest growing intermediary distribution channel in the U.S., and it is wildly diverse in terms of how different RIAs approach investment management. This diversity is driven by the differing client segments RIAs serve, their individual business models, and the degree to which investment management is core to the RIA’s value proposition versus ancillary to a more goals-based financial planning focus.

MMI NetMeetings

Aug
11
2020

Replay | MMI NetMeeting

The onset of the COVID-19 pandemic forced asset managers, distribution teams, and financial advisors to completely reset their sales and service strategies during the first half of the year. What insights can be gained by taking a close look at recent data on product sales and flows and trends in advisor needs?

MMI NetMeetings

Aug
6
2020

Replay | MMI NetMeeting

The next wave of advisory innovation is well underway as firms focus on ways to increase investor engagement and advisor adoption. Their efforts center around coordinating advisory solutions, innovative annuity structures, and advanced technology to create an intuitive, graphic experience for both investors and advisors to manage household portfolios.

MMI NetMeetings